Purchases and Sales Made in Q1 2024 in Invesco ETF Self Indexed Fd Tr (BSMV)
This table provides information about the institutional ownership of Invesco ETF Self Indexed Fd Tr (BSMV) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF SELF-INDEXED FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
271K+ 1854.96% |
$5.76M - $5.88M
|
286K
$5.98M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82K+ 168.71% |
$1.74M - $1.78M
|
131K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.7K+ 91.09% |
$1.2M - $1.23M
|
119K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.9KNew |
$741K - $756K
|
34.9K
$730K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
25.5KNew |
$541K - $552K
|
25.5K
$533K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.4KNew |
$454K - $464K
|
21.4K
$448K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.5K+ 154.33% |
$371K - $378K
|
28.8K
$602K
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
17.1K+ 55.81% |
$364K - $371K
|
47.8K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
16K+ 9.51% |
$340K - $346K
|
184K
$3.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.1K+ 29.39% |
$235K - $240K
|
48.7K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.41K+ 53.45% |
$200K - $204K
|
27K
$565K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.36K+ 40.9% |
$135K - $138K
|
21.9K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.36K+ 40.9% |
$135K - $138K
|
21.9K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.81KNew |
$102K - $104K
|
4.81K
$101K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.65K+ 13.75% |
$98.8K - $101K
|
38.5K
$805K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.12KNew |
$87.5K - $89.3K
|
4.12K
$86.2K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.08K+ 29.63% |
$86.6K - $88.3K
|
17.8K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.89K+ 7.17% |
$82.6K - $84.3K
|
58.1K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.18K+ 19.69% |
$67.5K - $68.9K
|
19.3K
$404K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.76K+ 33.99% |
$58.6K - $59.7K
|
10.9K
$227K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.5K+ 9.93% |
$53K - $54.1K
|
27.6K
$578K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.48K+ 48.79% |
$52.7K - $53.7K
|
7.56K
$158K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.13KNew |
$45.3K - $46.2K
|
2.13K
$44.6K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.19K+ 7.36% |
$25.2K - $25.7K
|
17.3K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
577+ 3.76% |
$12.3K - $12.5K
|
15.9K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
217+ 2.57% |
$4.61K - $4.7K
|
8.65K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
195+ 2.65% |
$4.14K - $4.23K
|
7.56K
$158K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
111+ 0.81% |
$2.36K - $2.41K
|
13.8K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-932- 0.74% |
$19.8K - $20.2K
|
125K
$2.61M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.69K- 7.16% |
$35.9K - $36.6K
|
21.9K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.79K- 6.64% |
$38.1K - $38.9K
|
25.2K
$527K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.88K- 17.16% |
$40K - $40.8K
|
9.08K
$190K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-13K- 23.53% |
$275K - $281K
|
42.1K
$881K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.5K- 15.85% |
$286K - $292K
|
71.4K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-22.4K- 21.29% |
$476K - $486K
|
82.9K
$1.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-34.5K- 33.11% |
$733K - $748K
|
69.8K
$1.46M
|